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  • CFA vs CAIA: What Studying Both Markets Reveals About Complementarity

    CFA vs CAIA: What Studying Both Markets Reveals About Complementarity

    Studying both CFA and CAIA reveals how public and private markets complement each other. Learn about IRR illusions, benchmark thinking, and portfolio allocation insights from 20+ years of experience.

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    19 minutes

  • Between Solar Storms and Space Junk: Why We Need to Rethink How We Fund the Stewardship of Space

    Between Solar Storms and Space Junk: Why We Need to Rethink How We Fund the Stewardship of Space

    We rely on a layer of digital scaffolding in orbit, and that scaffolding is vulnerable to forces we barely understand and cannot predict with precision. Just because we cannot see the risks above us does…

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    6 minutes

  • When a Tip Is Not a Tip: How Service Charges Lost Their Meaning

    When a Tip Is Not a Tip: How Service Charges Lost Their Meaning

    A tip is a message of thanks. A charge is a matter of accounting. When the two become indistinguishable, the meaning collapses.

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    6 minutes

  • From Sovereign Bonds to Monte Cristo: A Tale of Two Waterloos 📚

    From Sovereign Bonds to Monte Cristo: A Tale of Two Waterloos 📚

    What connects a research paper on emerging market bonds to Alexandre Dumas’ masterpiece? Both emerged from the post-Napoleonic era—but only one explores what truly counts.

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    2 minutes

  • 🎭 I just quoted a dead guy who never said what I quoted.

    🎭 I just quoted a dead guy who never said what I quoted.

    Turns out “what gets measured gets managed” isn’t Drucker either—and the real version warns against exactly what we’re doing with it.

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    1 minute

  • 🌿 Unlocking the Secrets of ESG Data: A Guide for Asset Owners!

    🌿 Unlocking the Secrets of ESG Data: A Guide for Asset Owners!

    Differentiating Article 8 funds from Article 8+ claims poses challenges, especially concerning their ESG commitments. The EU’s SFDR regulation provides standardized reporting via the European ESG Template (EET), simplifying data analysis. This facilitates transparency, enabling…

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    1 minute

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